Susan Fields
Client Service Associate
- Role
- Client Services Associate at Signature Wealth Strategies - High Point
- Location
- High Point, NC, US
- LinkedIn followers
- 500 followers
About Susan Fields
Proactive and results-driven professional with many years of demonstrated expertise…
Experience
Client Services Associate
Signature Wealth Strategies - High Point
May 2022 — Present · High Point, NC, US
Ensures clients receive a white-glove experienceSignificantly improved client experienceImproved client scheduling utilizing tiersExcels in preparing paperwork, letters, client reports, and other client communicationsManages workflow and tasks in CRMOnboards new client relationships through correspondence, reports, new account paperwork, and advisory agreementsWorks closely with custodial firms including Raymond James and FidelitySecurities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.[and/or IRIA] For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Signature Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services.
Education
Montclair State University
B.A.
Skills
- Pharmaceutical Industry
- Recruiting
- Cold Calling
- Leadership
- Management
- Team Building
- Inventory Management
- Building Relationships
- Product Management
- Product Marketing
- Competitive Analysis
- Gastroenterology
- Microsoft Office
- Sales
- Selling Skills
- Account Management
- Negotiation
- Corporate Communications
- Public Speaking
- Diabetes
- Marketing
- Sales Operations
- Sales Management
- Networking
- Operations Management
- Endocrinology
- Dermatology
- Business Development
- Neurology
- Rheumatology
- Leadership Development
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